Jeffrey S. Petersen, CFP® 
Financial Advisor
Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and brings over eight years of financial service experience to WESCAP Group. He graduated from San Jose State University with a Bachelor of Science in Economics and later earned his certificate in Personal Financial Planning (PFP) from UCLA Extension. In recognition of his expertise, he was awarded the CFP® certification by the CFP Board.
After joining WESCAP in 2017, Jeff has specialized in portfolio management, retirement analysis, and long-term financial forecasting. Jeff plays an active role on WESCAP’s Investment Committee and collaborates with the trade execution team to optimize trading strategies. His work focuses on helping clients build tailored investment portfolios and navigate tax-advantaged retirement planning, whether through individual accounts or employer-sponsored retirement plans.
As a CFP® professional and fiduciary, Jeff is committed to acting in his clients’ best interests, providing impartial advice and personalized financial guidance. He believes that an individualized approach allows clients to make informed financial decisions aligned with their goals, values, and long-term priorities.
Jeff and his wife, Christianna, live in Orange County, with their two long-haired dachshunds. Outside of work, he enjoys traveling, surfing, and hiking.